Invoicing for Contractors and Teams

The power of our invoice platform will leave you wondering why you hadnt moved over to Prio sooner!

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How To

Automate your Invoice Workflow

Prio sets a rhythm of sending invoices with the least work possible. Configure when and how you want to send your invoices, then drafts are automatically generated on schedule for your approval.

A
Step 1

Create a Client and Project

1.
Enter Client Information

This includes the client's name and contact information. You can skip this step for internal projects.

2.
Preset Invoice Parameters

Set how often an invoice is sent, the payment period, who the invoice will be sent to and the default rate.

3.
Create a Project

Organize client work by projects and categories. Add workers to this project, and specify paid and billable rates.

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Image of information to add to the invoice
Invoicing instruction fields.
Creating a new project with your automated invoice while managing your team
Adding which days you worked on your invoice
Add a task or project to your week
Step 2 of 3 in a time tracking tool
Step 2

Enter time spent on activities

1.
Add a Task or Project to the Week

Time can be recorded straight to a project, or with a task description. Switch between Day and Week view.

2.
Start a Timer or Enter Time Manually

The play button starts a timer for that project/task, and the input field let's you edit the value directly.

3.
Organize by Role

A worker can have different rates on a project under different roles. Select the role in the task form to choose.

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Step 3

Approve your invoice

1.
Select the Client

When a client is selected, the invoice prepopulates with dates and time entries for those dates.

2.
Adjust Values and Add Items

Any information on the invoice can be edited, and additional line items can be added.

3.
Preview and Send

Once everything looks perfect, add a message and send to the client recipient email addresses.

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Adding time entries to your invoice automation
Image of adding custom items to your invoice before approval
Add a custom email message before sending your automated invoicing.

What's New?

Business workflows are all about data management. Prio combines quick and accurate data entry with intelligent actions you can customize and approve.

1099 Compliance

Maintain proper legal separation from contractors

Client Dashboard

Give your clients a central place to see invoice analytics and pay

Automation

Save time and stay predictable with preset workflows

Remote Schedules

Plan office hours with workers around the globe

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